Retirement Essentials was created to provide business owners, financial advisors, tax advisors, and investment advisors with assistance in the selection, design, and operation of retirement plans that feature:

Flexible Plan Documents

More than 20 IRS approved prototype plans, non-standardized prototypes, and individually designed plan documents.

Professional Consulting

Retirement Plan Specialists with industry acclaimed training and a combined total of over thirty years of experience.

Administrative Support

Nondiscrimination and regulatory compliance testing, tracking of eligibility and vesting, participant recordkeeping, contribution calculations and allocations, and government reporting.